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EA Series Trust’s Peoples Financial Services PFIS Stock Holding History

EA Series Trust’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$912K Buy
+20,837
New +$849K 0.03% 631

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EA Series Trust's PFIS Position: Q2 2023 in Review

EA Series Trust opened a new position in Peoples Financial Services (PFIS) in Q2 2023: 20,837 shares worth $912K. The stake represents 0.03% of the portfolio and ranks #631 among its holdings.

60 funds tracked by Wall St. Rank hold PFIS as of Q2 2023.

  • EA Series Trust held 20,837 shares of Peoples Financial Services worth $912K as of Q2 2023.
  • Peoples Financial Services was a new EA Series Trust position in Q2 2023.
  • Peoples Financial Services made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #631 holding.
  • 60 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.